Requests to enable Neiram/HearBeat HeartBeat products and partners will come directly to Support and can be completed by the support team! Below are the steps.
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The email is generated after SolKraft fills out a Typeform.
2. Make a CS ticket
The CS tick should containAdd account manager as a watcher
2. Make a CS ticket using “Needs Configuration” field drop-down
Select “Integrated Financing” from the Needs Configuration field in the SS ticket, then navigate to the CS ticket and select:
Assignee = CS Team Member
QA Assignee = CS Team Member
Epic = SolKraft/HeartBeat Configuration
Copy the name of the installer into the description of the ticket.
Instructions on how to make a linked CS ticket from Support are /wiki/spaces/SS/pages/111116328.
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Members
check the [configuration workload dashboard|https://sighten.atlassian.net/secure/Dashboard.jspa?selectPageId=12042] and assign to employees with fewest tickets
Epic - Solkraft/Heartbeat Configurations
Component - customer org name
Once you create the automated CS ticket by selecting “Integrated financing” - an automated initial response will be sent to the customer
4. Account is configured (by config team)
Configure the product in the account according to the instructions /wiki/spaces/CON/pages/621019198.
4. Support will respond account and let them know the products are live
Support team will receive notice ticket is in UAT.
Support will send customer email below and assist in setting up a time for training.
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Requester
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{Account contact email}
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Participants
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Watchers
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{Account Manager}
joe@sighten.io,
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Summary
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SolKraft's Products are Live in your Sighten account!
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Comment
Hi ____,
We're excited to announce your Sighten account is ready for launch. Soon you will receive a new user registration email to set up your password.
A live training session is offered each Wednesday at 1:30PM PST. Please sign up here.
Please visit these helpful video training links to get started:
Sighten Full Sales Training (~1 hr.)
Sighten Admin Training (~22min.)
How to Sell Solkraft in Sighten (~5min.)
We are grateful for this partnership and look forward to supporting our continued growth. Please do not hesitate to reach out to support@sighten.io for any other Sighten related questions.
Best,
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5. Once CS ticket is completed, Jira automation will:
Send the customer an email providing info on how to use the product and how to set up training
Create a KNOW ticket, assigned to Tucker, to send a training email through hubspot to active users in the organization